DC Pension Analyst

lifeworks; Toronto; On-site; CAD 40,000 - 65,000; Full time

Job summary

TELUS Health is seeking a DC Pension Analyst to join our Benefits Administration team. You will help Canadian employees build financial wellness through retirement planning by managing defined contribution plans for corporate clients, delivering accurate, responsive service, and supporting knowledge-sharing across the team.

The role offers exposure to pension legislation, audits and reporting, with opportunities to develop expertise within a mission-driven organization that prioritizes employee

Qualifications

• Excellent written and oral English and French skills are an asset.
• Knowledge of group benefits (DB and DC pension or group insurance) an asset.
• Relevant university degree
• CSC or IFIC designation is an asset.
• 1-2 years' experience in a customer-focused pension role with provincial knowledge.
• Strong problem-solving, analytical, and initiative-taking abilities.
• Excellent communication and time-management skills, ability to manage multiple assignments.

Responsibilities

• Processes interfund transfers, contributions, withdrawals and terminations for clients.
• Provides regular and ad hoc reports for clients.
• Responds to plan member and client inquiries and requests.
• Enters, updates and audits information; performs and proofs transactions in-house.
• Liaises with consultants, trust companies and investment manager representatives.
• Performs monthly reconciliations and stays updated on pension legislation.

Skills

Bilingual English/French

Pension knowledge

Customer service

Problem solving

Time management

Education

University degree

Job description

TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.

Join Our Team & What We'll Accomplish Together

The DC Pension Analyst will join our Benefits Administration team at TELUS Health, where we help Canadian employees build stronger financial wellness and security through retirement planning. Our team manages defined contribution (DC) pension plans for corporate clients, providing accurate, responsive, and client-focused administrative services that directly impact the financial peace of mind for thousands of plan members across Canada.

This position offering the opportunity to develop expertise in pension administration while supporting a mission-driven organization committed to employee wellbeing.

Responsibilities

• Processes interfund transfers, contributions, withdrawals and terminations for clients.
• Provides regular and ad hoc reports for clients.
• Receives and responds to plan member and client inquiries and requests.
• Enters, updates and audits information; performs and proofs transactions on in-house software.
• Liaises with consultants, trust companies and investment manager representatives concerning clients' DC plans.
• Performs reconciliations on a monthly basis.
• Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
• Attends internal training sessions to build knowledge of industry topics and trends.
• Ensures that quality control and service standards are attained with every transaction.
• Understands the client's perspective and priorities.
• Acts as a back-up, responding to in-bound calls from members and clients.
• Participates on special projects as required.

Succeeding as a Pension Analyst will require the following core qualifications and skills:

• Excellent written and oral English and French skills are an asset.
• Knowledge of group benefits (DB and DC pension or group insurance) an asset.
• Relevant university degree
• Have, or be in progress of completing a CSC or IFIC designation is considered an asset.
• 1-2 years' experience working in a customer-focused role in the pension industry, and a foundation of knowledge in provincial pension and tax legislation.
• Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
• Our strongest analysts have excellent communication and time management skills, and the ability to manage multiple assignments.

Salary Range : 39,900.00 - 65,000.00 CAD Annual

A bit about us

We're a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.

Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.

Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.